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How to Change Account Names in the Chart of Accounts

To change the name of a sub-account within Puzzle, follow the steps below

Written by Michael Herchen

PLEASE NOTE:

  • Currently, connected accounts cannot be renamed as the account name is synced with the name provided by the integration.

Step 1: Navigate to the “Accounting” tab in the sidebar.

Step 2: Navigate to the “Chart of accounts” section.
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Step 3: Click on the three dots to the right of the account you wish to edit.

Step 3: Select "Edit"


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